You can configure the posting status tab on a task to automate document posting when a task reaches a specific status.

For example, when a rental delivery task is marked as completed on the transport plan board, a packing slip is posted automatically if Auto-post is enabled. If completed through the MobileApp, the same rule applies.

If Auto-post is disabled, a manual Post packing slip window opens to complete the process.

Standard procedure

1.	Go to Work order project planning > Setup > Tasks.
2.	In the list, find and select the desired task.
3.	Select Yes in the Auto-post (sub) rental documents field.
4.	Click Add.
	Note: Repeat steps 7-14 if based on different statuses multiple posting of related documents are required.
5.	In the Auto-post (sub) rental documents field, select an option.
6.	In the list, mark the selected row.
7.	In the Status field, select an option.
8.	In the Sub status field, select an option.
9.	Select the Auto-post check box.
	Note: Skip the step if the document must not be auto-posted and only a pop-up window offering to post the document must appear.
10.	In the Show all lines field, select an option.
11.	Click Save.